2,612 Shares in Broadcom Inc. $AVGO Bought by Financial Planning Hawaii Inc.

Key Points

• Financial Planning Hawaii purchased a new Q4 stake of 2,612 shares in Broadcom (AVGO), valued at about $904,000.
• Broadcom reported Q results with EPS of $2.05 (vs. $2.03 est.) and revenue of $19.31 billion (+29.5% YoY); the company has a market cap near $1.49 trillion and pays a quarterly dividend of $0.65 (annualized $2.60, ~0.8% yield).
• Insiders have been sizable net sellers (373,049 shares, ≈$123M over 90 days), while company news is mixed — a $970M DISA contract, a new CFO from Alphabet and high‑profile investor support contrast with broker downgrades, executive stock sales and chip‑sector headwinds.

Financial Planning Hawaii Inc. purchased a new stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 2,612 shares of the semiconductor manufacturer's stock, valued at approximately $904,000.

Several other institutional investors have also added to or reduced their stakes in AVGO. Rebalance LLC bought a new stake in Broadcom in the 4th quarter worth $255,000. Polaris Investment Advisors LLC bought a new position in shares of Broadcom during the fourth quarter valued at about $415,000. Westend Capital Management LLC boosted its holdings in shares of Broadcom by 262.4% during the fourth quarter. Westend Capital Management LLC now owns 395 shares of the semiconductor manufacturer's stock worth $137,000 after purchasing an additional 286 shares during the period. Mn Services Vermogensbeheer B.V. grew its stake in shares of Broadcom by 2.0% in the fourth quarter. Mn Services Vermogensbeheer B.V. now owns 1,727,777 shares of the semiconductor manufacturer's stock worth $597,984,000 after purchasing an additional 34,677 shares during the last quarter. Finally, Columbus Macro LLC grew its stake in shares of Broadcom by 1.0% in the fourth quarter. Columbus Macro LLC now owns 31,137 shares of the semiconductor manufacturer's stock worth $10,777,000 after purchasing an additional 306 shares during the last quarter. Hedge funds and other institutional investors own 76.43% of the company's stock.

Broadcom Stock Performance

AVGO opened at $314.55 on Friday. The stock has a market cap of $1.49 trillion, a PE ratio of 61.44, a PEG ratio of 0.67 and a beta of 1.24. The company has a quick ratio of 1.73, a current ratio of 1.90 and a debt-to-equity ratio of 0.80. The business has a 50 day moving average of $324.73 and a 200-day moving average of $343.16. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61.

Broadcom (NASDAQ:AVGO - Get Free Report) last issued its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share for the quarter, topping the consensus estimate of $2.03 by $0.02. The company had revenue of $19.31 billion for the quarter, compared to analysts' expectations of $19.10 billion. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The firm's revenue for the quarter was up 29.5% on a year-over-year basis. During the same period in the prior year, the firm earned $1.60 earnings per share. Equities research analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Monday, March 23rd were issued a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Monday, March 23rd. Broadcom's payout ratio is 50.78%.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Five‑year, $970M blanket purchase agreement with the Defense Information Systems Agency (DISA) via partner Carahsoft boosts recurring software/government revenue visibility and demonstrates Broadcom’s traction in public‑sector contracts. Broadcom (AVGO) and Carahsoft Announce $970M BPA with DISA
• Positive Sentiment: Appointment of Alphabet finance executive Amie Thuener as CFO (effective June 12) is framed as a governance/operational positive — adds Big Tech financial experience as Broadcom scales its AI chip and software businesses. Broadcom taps Alphabet executive Amie Thuener as next CFO
• Positive Sentiment: High‑profile investor support: reports that Ray Dalio remains bullish on Broadcom add institutional endorsement to the AI/software growth narrative. Broadcom Inc. (AVGO): Billionaire Ray Dalio Continues to Be Bullish
• Neutral Sentiment: Analyst and market commentary continues to emphasize Broadcom’s AI upside and long‑term moat, while noting the story is still early — supportive for sentiment but reliant on execution and product ramp. Broadcom's AI Story Is Still Early
• Negative Sentiment: Broker downgrade: Erste Group cut AVGO from "buy" to "hold," which can pressure flows and investor conviction in the near term. Finviz / coverage note
• Negative Sentiment: Insider selling: co‑founder Henry Samueli disclosed a record sale, drawing attention and potentially heightening investor caution about timing and valuation. What Henry Samueli’s Record Broadcom Sale Signals For AVGO Shareholders
• Negative Sentiment: Macro/sector risk: recent chip‑stock selloff tied to geopolitical tensions (Iran conflict, supply‑chain concerns) and a post‑earnings pullback (Zacks notes a ~5.5% decline since results) weigh on short‑term performance. Nvidia, Broadcom Drop as Chip Stocks Sell Off. Why War Is Hitting Them So Hard.

Insider Transactions at Broadcom

In related news, insider S. Ram Velaga sold 38,841 shares of the business's stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total transaction of $12,491,265.60. Following the sale, the insider owned 96,147 shares of the company's stock, valued at $30,920,875.20. The trade was a 28.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Kirsten M. Spears sold 36,292 shares of the business's stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $321.60, for a total transaction of $11,671,507.20. Following the sale, the chief financial officer directly owned 327,760 shares in the company, valued at $105,407,616. The trade was a 9.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 373,049 shares of company stock worth $123,024,715. 1.90% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities research analysts have weighed in on AVGO shares. Morgan Stanley increased their price objective on Broadcom from $462.00 to $470.00 and gave the stock an "overweight" rating in a report on Friday, March 6th. Wall Street Zen raised Broadcom from a "hold" rating to a "buy" rating in a research note on Saturday, December 13th. Royal Bank Of Canada cut their price target on shares of Broadcom from $370.00 to $340.00 and set a "sector perform" rating on the stock in a report on Monday, March 2nd. KeyCorp restated an "overweight" rating and issued a $500.00 price objective (up from $460.00) on shares of Broadcom in a report on Friday, December 12th. Finally, Robert W. Baird set a $420.00 target price on shares of Broadcom in a research report on Friday, December 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $435.30.

About Broadcom

Broadcom Inc NASDAQ: AVGO is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company's semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.

On the semiconductor side, Broadcom's portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.

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